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Expand Up @@ -62,7 +62,7 @@ To add an ILM policy to an {{es}} cluster:
Disable **Use recommended defaults** to adjust these values or to roll over based on the size of the primary shard, the number of documents in the primary shard, or the total number of documents in the index.

::::{important}
The rollover action implicitly rolls over a data stream or alias if one or more shards contain 200,000,000 or more documents. Typically, a shard will reach 50GB before it reaches 200M documents, however, this isn’t the case for space efficient data sets. This built-in limit exists to avoid Search performance loss if a shard contains more than 200M documents.
The rollover action implicitly rolls over a data stream or alias if one or more shards contain 200,000,000 or more documents. Typically, a shard will reach 50GB before it reaches 200M documents, however, this isn’t the case for space efficient data sets. This built-in limit exists to avoid Search performance loss if a shard contains more than 200M documents. For more information about recommended limits, refer to [](/deploy-manage/production-guidance/optimize-performance/size-shards.md).
::::

1. By default, only the hot index lifecycle phase is enabled. Enable each additional lifecycle phase that you'd like, and for each choose any [index lifecycle actions](elasticsearch://reference/elasticsearch/index-lifecycle-actions/index.md) to perform on indices when they enter that phase.
Expand Down Expand Up @@ -171,7 +171,7 @@ To add an index template to a cluster and apply the lifecycle policy to indices

1. Optional: On the **Mappings** page, customize the fields and data types used when documents are indexed into {{es}}. Refer to [Mapping](/manage-data/data-store/mapping.md) for details.

1. Optional: On the **Aliases** page, specify an [alias](/manage-data/data-store/aliases.md) for each created index. This isn't required when configuring ILM, which instead uses the `index.lifecycle.rollover_alias` setting to acceess rolling indices.
1. Optional: On the **Aliases** page, specify an [alias](/manage-data/data-store/aliases.md) for each created index. This isn't required when configuring ILM, which instead uses the `index.lifecycle.rollover_alias` setting to access rolling indices.

1. On the **Review** page, confirm your selections. You can check your selected options, as well as both the format of the index template that will be created and the associated API request.

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Expand Up @@ -17,7 +17,7 @@ Without rollover, a single index would continue to grow, causing search performa
The rollover feature is an important part of how [index lifecycle](../index-lifecycle-management/index-lifecycle.md) ({{ilm-init}}) and [data stream lifecycles](../data-stream.md) ({{dlm-init}}) work to keep your indices fast and manageable. By switching the write target of an index, the rollover action provides the following benefits:

* **Lifecycle** - works with lifecycle management ({{ilm-init}} or {{dlm-init}}) to transition the index through its lifecycle actions and allows for granular control over retention cycles
* **Optimized performance** - keeps shard sizes within recommended limits (10-50 GB)
* **Optimized performance** - keeps shard sizes within [recommended limits](/deploy-manage/production-guidance/optimize-performance/size-shards.md) (10-50 GB)
* **Queries run faster** - improves search performance

Rollover can be triggered via the [API](https://www.elastic.co/docs/api/doc/elasticsearch/operation/operation-indices-rollover), {{ilm-init}}, or {{dlm-init}}.
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